@teortaxesTex Their infrastructure optimization is genuinely impressive. We actually dug into the efficiency numbers here: https://x.com/AGTPinsights/status/2089917787888054562
It’s also underrated that if it’s as efficient as DSV4-Flash (a man can dream!), they could simply rent the GPU-time at an American provider. 100T/day of Flash is not THAT much. Zhipu has more money than GPUs.
It’s hard to beat DeepSeek at infrastructure